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Services for our community members

With more than 45 years of tax experience, we see your financial future wholistically.

Our areas of expertise include:

Estate Planning

Trust Management

Life Insurance Plans

Long Term Care Options

Tax Advantaged Retirement Solutions

Marriage/Divorce Financial Repositioning

Tax-Free Income for Life

Understanding Social Security

Now more than ever, you need to know how Social Security benefits are calculated, how you can maximize your benefits, and what rules apply to you as a married couple, a widow(er), and as a single person.

We specialize in this complex area and understand the taxation associated with retirement decisions.